Industry veteran Bob Herrmann has joined the firm as Chief Executive Officer. Mr. Herrmann represents the latest example of EQIS’ continued investment in its executive team, furthering its commitment to helping financial advisors deliver the best possible outcomes for their … Read More
How to Communicate with Clients in a Crisis
In times of crisis, it’s important to give some thought to constructing a plan for the optimal approach to addressing your clients. Freedom Advisors would like to share with you our helpful step-by-step guide to assist you in helping your … Read More